Aaron Marcello Spencer
Portfolio Manager-Equities at Merriman Wealth Management LLC
Profile
Mr. Aaron M.
Spencer is Wealth Advisor at Merriman Wealth Management LLC.
Prior to joining Merriman Wealth Management, Mr. Spencer was previously employed at U.S.
Bancorp as Financial Specialist.
Mr. Spencer received his BS in Economics and Germanics from University of Washington.
He holds both CFP and ADPA designation.
Aaron Marcello Spencer active positions
| Companies | Position | Start |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Portfolio Manager-Equities | - |
Former positions of Aaron Marcello Spencer
| Companies | Position | End |
|---|---|---|
| US BANCORP | Corporate Officer/Principal | - |
Training of Aaron Marcello Spencer
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| US BANCORP | Finance |
| Private companies | 1 |
|---|---|
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
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